Founded in 1982, Southwood Associates, LLC is a Registered Investment Advisor (RIA) that provides discretionary investment management services. The firm is dedicated to achieving long-term capital appreciation and preservation for a select group of clients, including high-net-worth individuals, their families, foundations, and trusts. Their investment approach is focused on a concentrated portfolio of high-quality, publicly-traded companies that they believe are well-managed and possess sustainable competitive advantages.

Founded in

United States